CN110533379A - A kind of double record scene copy generating systems of insurance Internet-based - Google Patents
A kind of double record scene copy generating systems of insurance Internet-based Download PDFInfo
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- CN110533379A CN110533379A CN201910586918.1A CN201910586918A CN110533379A CN 110533379 A CN110533379 A CN 110533379A CN 201910586918 A CN201910586918 A CN 201910586918A CN 110533379 A CN110533379 A CN 110533379A
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/22—Indexing; Data structures therefor; Storage structures
- G06F16/2228—Indexing structures
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/23—Updating
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/25—Integrating or interfacing systems involving database management systems
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/08—Insurance
Abstract
The present invention relates to a kind of double record scene copy generating systems of insurance Internet-based, comprising: client is provided with data collection terminal mouth；Server-side is built with and records association database, data item data library, data parsing unit and double record drama generation units；Data parsing unit parsing generates the partial data of this insurance products purchase；Data parsing unit filters out matched recorded item from recording association database according to recording demand, it wherein include unassignable data item in recorded item content, the data item for including in recorded item is replaced using the value of corresponding data item, generates final recorded item content；Double record drama generation units are according to the recorded item after recording chapters and sections structure classification layout assignment；Double record dramas, which are configured, by the recorded item after classification layout is handed down to client.The present invention can quickly comb data and process required for double records are recorded, so that double record processes are simple and clear easy to operate, success rate is improved.
Description
Technical field
The present invention relates to the double record process fields in internet, more particularly to a kind of double record dramas of insurance Internet-based are raw
At system.
Background technique
Currently, during financial industry sells product or business, the industries such as similar bank, security and insurance
Interior double records have become indispensable link；Double records, i.e. video and audio recording, mainly for the process of client's transacting business, especially
It is that trace is carried out to the process of indicating risk, the sales behavior of standard finance industry, while also being provided when dispute to generate in the future
Foundation.
For insuring double records, provided according to supervision department, to different insurance products, different purchase crowds, difference
Purchase setting, final recording specification, record step difference can all occur.Double record processes had both included the key of sales process
Link, such as selling operation person self-introduction, produce one's papers, show insurance certificate, and including being produced for coverage, insurance
Product are recorded link by the particular/special requirement of insurer etc., when such as selling personal insurance novel product, it is desirable that sales force shows production
Product specification, insurer make a copy of insurance application indicating risk sentence etc..
But since the accuracy of the diversification of financial product and business and double record processes provides, or to insure row
For industry, insurance business sales force must carefully analyze declaration form, insurance products, be insured before carrying out double records with corresponding client
People, product buy configuration information, understand pair record specification, carry out data, data calculate and arrangement, customer data (need to notify client
Carry) it arranges, the double record documents of Manual arranging are needed when necessary.It don't fail to guarantee the content of double record documents, sequence, recording time etc.
Parameter all meets double record specifications, which need to put into a large amount of time, energy, easily cause information errors, for example, to 60
Before year when insurance products identical with the customer sales after 60 years old, only this parameter difference of client age information, it is possible to
The process of double records is with regard to entirely different, for the client after 60 years old, double record processes to increase some double record recorded items or
Increase some inquiry items and generates corresponding double record recorded items；Further, once occurring data mistake during double records
Accidentally, repeat or careless omission, will result in double record procedure failures or invalid, it has to record again even can not amended record, cause to produce
Product can not be bought or business handling failure.
To sum up, generally existing double record recording early-stage preparations processes are cumbersome during double records at present, and double record recording process are tired
It is difficult to and double records records that failure number of repetition is excessive etc. to lead to problems such as client be sick of or mismatch.
Summary of the invention
The present invention can quickly comb double records its purpose is to provide one kind and record institute in view of above-mentioned existing situation
The data and process needed, so that double record processes are simple and clear easy to operate, the guarantor Internet-based that success rate greatly improves
The double record scene copy generating systems in danger.
For this purpose, the present invention provides a kind of double record scene copy generating systems of insurance Internet-based, the system comprises:
Client, the client are provided with a data acquisition for typing policy information, customer information and insurance product information
Port；Server-side is built in the server-side and records association database, data item data library, data parsing unit and double records
Drama generation unit；The data parsing unit acquire based on the data port upload policy information, customer information and
Insurance product information filters out item set relevant to the purchase of this insurance products from data item data library and is merged into row
It is corresponding with data item to be stored with policy information, customer information and insurance product information in the data item data library for assignment
Relationship；The data parsing unit is from the recording demand prestored and the pass of policy information, customer information and insurance product information
In connection relationship, recording demand relevant to the policy information of the upload, customer information and insurance product information is determined, and
The recorded item to match with this described insurance purchase is filtered out from the recording association database according to the recording demand,
It include unassignable data item in the recorded item content filtered out；The data parsing unit uses the number after assignment
The unassignable data item for including in the recorded item is replaced according to the value of item, generates final recorded item content；It is described
Double record drama generation units are used for according to the recorded item after recording the classification of chapters and sections structure and the assignment that sorts；By the classification
Recorded item after sequence is configured to double record dramas and is handed down to the client；Wherein, the recording chapters and sections structure is double for identifying
Whole inclusion relation, the inclusion relation of the declaration form and the insurance products recorded with the declaration form of record.
In the present invention, the reinsurance-relevant data that the present invention is uploaded according to client automatically generates double record plays by server-side
This, client can control whole recording process by double record dramas, further, and under the guidance of double record dramas, Yong Huke
The movement such as to be explained according to double record dramas, show, confirm.For client, it is only necessary to upload declaration form the most basic
Information, customer information and insurance product information without being concerned about that specification is recorded in double records, therefore do not have to expend a large amount of to server-side
Time and efforts arranges double record data and document, in server-side, based on the information that client uploads, from recording association database
Corresponding recorded item is matched, and screens matched data item from data item data library, is replaced with the value of matched data item
Unassignable data item in recorded item obtains final template recorded item, sorts out sequence recorded item according to chapters and sections structure is recorded
Final double record dramas are obtained, in this way, double record dramas greatly reduce the recording difficulty of double records, user only needs according to drama
Content executes corresponding actions.I.e. double families of employing can be precisely accomplished recording process under the guidance of double record dramas, difficulty is small,
It is not easy to slip；Success rate is recorded to greatly improve；Therefore user experience is greatly improved.
In addition, in the double record scene copy generating systems of insurance Internet-based according to the present invention, the data parsing
Unit includes recorded item resolution unit, and the recorded item resolution unit is used to be carried out according to the demand of recording to association database is recorded
Screening, generate this recording recorded item set, the recording demand include the recording demand of versatility, declaration form record demand,
Insurance company records demand, coverage records demand, insurance products record demand, insurer and warrantee and record demand, number
One of recording demand generated according to the logical relation between item is a variety of.
In addition, the recorded item is in the double record scene copy generating systems of insurance Internet-based according to the present invention
The minimum units that double records are recorded, each declaration form correspond at least one insurance products, each insurance products correspondence one at least one
Chapters and sections are recorded, each recording chapters and sections correspond at least one recorded item, and the recording chapters and sections have sequential attribute, the recorded item
Also there is sequential attribute, the chapters and sections structure of recording determines the general sequence recorded, and the sequential attribute of the recorded item determines one
The sequence of recorded item in a recording chapters and sections, double drama generation units of recording are according to the sequence of the recording chapters and sections of the recorded item
Attribute and the sequence of the sequential attribute of recorded item generate drama.
In addition, in the double record scene copy generating systems of insurance Internet-based according to the present invention, the data acquisition
Port includes manual typing unit and system introducing unit, and the craft typing unit is for importing declaration form from local manually
Information, customer information and insurance product information；The system introducing unit is for being automatically imported declaration form from external server
Information, customer information and insurance product information.In this case, the method for two kinds of data upload servers is provided, so that
Data collection terminal mouth uploads the mode multiplicity of data, can satisfy the demand of user under different situations, and be easy to carry out system
The transplanting of data makes again as long as user had used identical policy information, customer information and insurance product information
Used time, so that it may repeat to import, reduce the complexity of data acquisition.
In addition, the data item is assigned in the double record scene copy generating systems of insurance Internet-based according to the present invention
Value Types include: system assigned value, and the system assigned value is used to be based on system information automatic assignment, and the system information is system
Producible given data, including the information from system or given data storehouse, the system assigned value mode is independent of other
Data item；Manual typing assignment, the craft typing assignment are used for according to typing information assignment；Inquire assignment, the inquiry is assigned
Value needs inquiry client for mark in recording process and obtains information progress assignment；Assignment is calculated, the calculating assignment is used for
Assignment is calculated for the relationship between data item；
The data parsing unit further includes data item assignment mode judgment module, and the data item assignment mode judges
Module judge described in the data item that filters out with the presence or absence of assignment type be inquiry assignment data item, and if it exists, then will described in
Assignment type is to inquire that the data item of assignment generates inquiry content and is added in generated double record dramas, to realize in double records
In the process, the data after supplement are uploaded to by the data collection terminal mouth by institute by inquiry client by insurance sales personnel
It states server-side more new data item, recalculate recorded item, and calculated by double record drama generation units and update double record dramas；
Double record drama generation units are also used in the double record dramas of configuration, by the recording comprising inquiring the data item of assignment type
Item is configured at before the recorded item of data item that the end value comprising the data item with the inquiry assignment has dependence.In
In this case, double record processes, which supplement increased data, may cause the change of subsequent double record processes, supplement inquiry designation number
After item, the data packet of the supplement is sent to server-side by client, and it is described generated to carry out new drama operation update
Double record dramas.
In addition, in the double record scene copy generating systems of insurance Internet-based according to the present invention, the data parsing is single
Member regenerates the partial data item set of this insurance products purchase after the new value for obtaining the inquiry assignment data item,
And the recorded item that calculating sifting need to update, double record drama generation units update double records according to the recorded item that need to be updated
Drama is simultaneously issued to the client.
In addition, in the double record scene copy generating systems of insurance Internet-based according to the present invention, it is optionally, described
Client further includes that the double record dramas for issuing according to server-side carry out double record control units that double records are recorded, described double
Recording control unit includes double record drama parsing modules, double record drama parsing modules, for executing each recording in order
, described each recorded item that executes is including at least the dynamic of the explanation recording of insurance sales personnel, insurance sales personnel and client
Make the recording recorded and client confirms.In this case, the process of double records only needs holding according to drama content order
Row corresponding actions；The present invention that is interpreted as that can be vivid provides a director for double record processes, accurate guidance completion record
Process processed is changed record in sequence, and difficulty is small, is not easy to slip, and records success rate and greatly improves.
In addition, in the double record scene copy generating systems of insurance Internet-based according to the present invention, it is optionally, described
Double record drama generation units further include the double record recorded item memory modules of versatility and recorded item merging module, the versatility
Double record recorded item memory modules are used to save double record recorded items of universal class, and the recorded item merging module is used for will be described
Double record recorded items of universal class are merged with the recorded item sorted out after sequence according to recording chapters and sections structure, raw
Record drama in pairs.It in this case, can be by double records of versatility for different declaration forms, client and insurance products demand
Recorded item is individually stored, and personalized recorded item is only saved in recording association database, so that the screening process of recorded item is more
Quickly.
In addition, in the double record scene copy generating systems of insurance Internet-based according to the present invention, it is optionally, described
Server-side further includes recording stage property computing unit, and the stage property computing unit of recording is used for according to double recorded items for recording dramas
It is required that the data for reminding the double record processes of user to need to prepare.In this case, stage property is the money that double record processes need to prepare
Material, the data etc. that the data that need to prepare including insurance sales personnel, client need to prepare, can prevent data from omitting, and promoted and protected
Dangerous service quality.
In addition, in the double record scene copy generating systems of insurance Internet-based according to the present invention, it is optionally, described
Server-side further includes double record time estimation units, and double record time estimation units are used for each recorded item to double record dramas
Default recording time add up, to obtain whole recording time.In this case, by the pre- of each recorded item
If recording time adds up, whole recording time can be obtained.The time is double convenient for insurance sales personnel and with client's agreement
The time is recorded, customer experience, service quality are promoted.
The double record scene copy generating systems of insurance Internet-based provided by the invention, can calculate generation pair automatically and record
The recording drama of journey helps sales force to reduce and records difficulty, improves and record efficiency.
Detailed description of the invention
Fig. 1 is to show the double record scene copy generating systems of insurance Internet-based involved in embodiments of the present invention
Block diagram；
Fig. 2 is to show the schematic block diagram of data parsing unit involved in embodiment of the present invention；
Fig. 3 is to show recording demand schematic block diagram involved in embodiment of the present invention；
Fig. 4 is to show the structural block diagram of data collection terminal mouth involved in embodiments of the present invention；
Fig. 5 A is to show the structural block diagram of double record control units involved in embodiments of the present invention；
Fig. 5 B is to show the schematic block diagram of data item assignment type involved in embodiments of the present invention；
Fig. 5 C is to show the relation schematic diagram of declaration form and insurance products involved in embodiments of the present invention；
Fig. 5 D is to show double records involved in embodiments of the present invention to record chapters and sections structural schematic diagram；
Fig. 5 E is to show double record drama schematic diagrames involved in embodiments of the present invention；
Fig. 6 is to show the structural block diagram of data item resolution unit involved in embodiments of the present invention；
Fig. 7 is to show the structural block diagram of double record control units involved in embodiments of the present invention；
Fig. 8 is to show the structural block diagram of double record drama generation units involved in embodiments of the present invention.
Specific embodiment
Hereinafter, explaining the preferred embodiment of the present invention in detail with reference to attached drawing.In the following description, for identical
Component assign identical symbol, the repetitive description thereof will be omitted.Scheme in addition, attached drawing is only schematical, the mutual ruler of component
Very little shape of ratio or component etc. can be with actual difference.
In addition, below the present invention subhead involved in description etc. be not meant to limit the present invention in perhaps
Range is merely possible to the suggesting effect read.Such subhead can neither be interpreted as the content for dividing article,
Also the content under subhead should not be limited only in the range of subhead.
As shown in Figure 1, the present invention provides a kind of double record scene copy generating systems of insurance Internet-based, the insurance
Double record scene copy generating systems 10 include:
Client 101, the client are provided with one for typing policy information, customer information and insurance products letter
The data collection terminal mouth 1011 of breath.
Server-side 102 is built in the server-side and records association database 1021, data item data library 1024, data solution
Analyse unit 1022 and double record drama generation units 1023.
The data parsing unit 1022 acquires the policy information of the upload of port 1011, customer information based on the data
And insurance product information, item set relevant to the purchase of this insurance products is filtered out from data item data library to be merged
Assignment is carried out, policy information, customer information and insurance product information and data item are stored in the data item data library
Corresponding relationship.
Data parsing unit 1022 is from the recording demand that prestores and policy information, customer information and insurance product information
Incidence relation in, determine relevant to the policy information of the upload, customer information and insurance product information recording need
It asks, and filters out the record to match with this described insurance purchase from recording association database 1021 according to the recording demand
Item processed includes unassignable data item in the recorded item content filtered out.
Data parsing unit 1022 is using the value of the data item after assignment to the unassignable data item for including in recorded item
It is replaced, generates final recorded item content.
Double record drama generation units 1023 are used for according to the recorded item after recording the classification of chapters and sections structure and the assignment that sorts, and
Double record dramas, which are configured, by the recorded item sorted out after sorting is handed down to the client 101；
Wherein, it records chapters and sections structure and is used to identify whole inclusion relation, declaration form and the insurance products recorded with declaration form of double records
Inclusion relation.
In insurance industry, declaration form is a kind of utmost good faith insurance contract signed between the insurer and insurer.Insurance policy
It must define, completely record the rights and obligations of safe-on both sides, the name of the insurer and insurant are mainly loaded on declaration form
Title, insurance subject, insured amount, insurance premium, insurance period, reparation or the Limitation on Liability of payment and miscellaneous stipulations item.Needle
To some declaration form, it may include multiple insurance products.
Client 101 specifically can be terminal or APP application program of carrying corresponding function etc., exemplary, insure
In the mobile phone of sales force, the APP application program for executing 101 function of client is installed.
After policy information, customer information and insurance product information determine, then data item also determines substantially, for example, working as
Declaration form is dividend type product warranties, then its corresponding data item includes insurer's name, insurer's age, insurer's occupation class
Not, warrantee's name, warrantee's age, warrantee occupational group, product ensure that term, product pay charge way, product are paid the fees year
Phase, product protection amount, product Fee Schedule, phase pay the premium amount of money, declaration form value, ensure interests, premium clause, dividend interests agreement
Etc..
Recorded item is the minimum unit that double records are recorded, and each declaration form includes at least one insurance products, each insurance products
Chapters and sections are recorded comprising at least one, each recordings chapters and sections include at least one recorded item, wherein in a kind of situation, part recording
Chapters and sections not must belong to some insurance products, and also necessarily belonging in some declaration form, such as double record dramas has " initially
Chapters and sections ", " terminate chapters and sections " etc., similarly, part recorded item also and is not belonging to any one insurance products or declaration form.Record chapter
Section is an outline, for example which chapter is which section, and double records, which are recorded, is similar to a book, and the recording of declaration form is a chapter, insurance products
Recording be a section, insurance products record in include several recording chapters and sections, for example description of product chapters and sections, ensure that interests illustrate chapter
Section, indicating risk chapters and sections, recording chapters and sections has sequential attribute, and recorded item also has sequential attribute, and part recorded item is suitable
Sequence according to comprising data item can change, record chapters and sections structure determine record general sequence, the sequential attribute of recorded item
Determine the sequence for recording recorded item in chapters and sections, double drama generation units of recording are according to the sequence category of the recording chapters and sections of recorded item
Property and recorded item sequential attribute sequence generate drama.
Record the general sequence that chapters and sections structure determines recorded item；In a recording chapters and sections, the own sequence category of recorded item
Property determine detailed sequence.Based on sequentially executing each recorded item, that is to say, that recorded item has Sort Priority, this is preferential
The subsidiary parameter that grade can be used as recorded item is bound in recorded item, and double record drama parsing modules 501 in client pass through solution
The priority parameters for analysing recorded item can obtain the recording sequence of recorded item, so that the rule for being more in line with recording are recorded in double records
Model, success rate is high, will not cause to record failure because of sequence entanglement.
As shown in Fig. 2, data parsing unit 1022 includes recorded item resolution unit 10221, recorded item resolution unit
10221, for screening according to recording demand to association database is recorded, generate the recorded item set of this recording, such as Fig. 3 institute
Show, recording demand includes the recording demand of versatility, declaration form records demand, insurance company records demand, coverage recording needs
It asks, the recording that the logical relation between insurance products recording demand, insurer and warrantee's recording demand, data item generates needs
It one of asks or a variety of.Recorded item can be selected, be judged based on recording request, need are finally determined according to recording request
The content to be recorded.
General recording request is that in general, which recorded content insures double records should include, namely usually require
The recorded item for including.Declaration form recording request be for each declaration form main body, need include or the recorded item of reject.Insurance is public
Department's recording request be for some insurance company, need include or the recorded item of reject.Coverage recording request is some
The product needs of coverage include or the recorded item of reject should be supplemented such as dividend type life insurance on general recording request
Or which records link etc. to reject.Insurance products recording request be for some insurance products, need to supplement or reject which
Link is recorded, after reaching certain amount of money such as product purchase protection amount needs which content recorded.It is needle that insurer and warrantee, which record demand,
To different insurers, warrantee, needs to include or the recorded item of reject is being insured if warrantee's age is greater than 50 years old
Which content etc. need to be stated when double records.The recording demand that logical relation between data item generates, i.e., have between data item
When incidence relation, need include or the recorded item of reject.
It is exemplary, when data parsing unit 1022 is judged, whether should be deposited for a certain specific recorded item A
In double record dramas, recording demand can be determined according to policy information, customer information, insurance product information, be needed by recording
It asks and finally judges whether to need the recorded item to select this recorded item A such as when the amount of money X of insurance products is greater than 10000；Insurance
When a certain data item Y of product is True, this recorded item A is selected.
Further, as shown in figure 4, the data collection terminal mouth 1011 includes that manual typing unit 201 and system are led
Enter unit 202, the craft typing unit 201 is for importing policy information, customer information and insurance products from local manually
Information；The system introducing unit 202 from external server for being automatically imported policy information, customer information and insurance
Product information；It is exemplary, it can such as be imported from local or insurance system and carry policy information, customer information and guarantor
The contents such as XML document, JSON data or the picture of dangerous product information.Correspondingly, the data parsing unit of server-side 102
1022 need to have the ability of the content of the file of parsing XML document, JSON data or picture format, in prior art
In, existing more mature analytic technique, in this not go into detail.
Further, as shown in Figure 5A, the data parsing unit 1022 can be a computing engines, and the unit is complete
At the calculating of the relevant information of insurance purchase, carried out according to a certain insurance products for insurer, warrantee, beneficiary etc.
Example is bought in purchase information extraction in detail, the complete insurance of generation, and data parsing unit 1022 completes the detailed meter of the example
It calculates, after the completion of calculating, generates the partial data item set of this insurance products purchase, for example, data parsing unit 1022 can be with
Configured with an insurance products database 10221 and an insured object computing module 10222, when user uploads insurance
After product information, insured object computing module 10222 can call corresponding insurance to produce from insurance products database 10221
Product information, the contents such as the policy information and customer information that are uploaded in combination with user, by these content sets as this insurance
The partial data item set of product purchase.Preserve policy information, customer information, insurance production in the data item data library 1024
For product information respectively with the corresponding relationship that is configured between the data item in recorded item, the data parsing unit 1022 is based on institute
It states policy information, customer information and insurance product information to interact with the data item data library 1024, filters out matching
Data item, the value of the data item be it is variable, can be for system or for insurance sales personnel depaly.
I.e. if manual typing policy information, the data item are generally the data for needing insurance sales personnel's typing, such as
" pay charge way ", " during payment ", " during guarantee " etc. can give birth to automatically according to the input sets attribute of data item in client
At list UI, declaration form data are acquired for systematization.
Data item is typically found in recorded item, such as the content of recorded item are as follows: " the insurance products that you buy in my company
Protection amount is XXX ... ... ", wherein XXX one data item name of expression claims or identifier, needs the value using actual data item
XXX is replaced, the insurance products protection amount bought such as user is 1,000,000, then the recorded item content after replacement data item are as follows:
" you are 1,000,000 yuan in the insurance products protection amount of my company's purchase ... ... ", data item indicate each involved in double record scenes
Item data, including include in agent's related data, client-related data, declaration form all data, product-related data, with
Record relevant insurance knowledge data etc..As " customer name ", " client gender ", " declaration form cost ", " product type ",
" pay charge way ", " phase pays premium ", " exclusion clause " etc..
Optionally, the data type of data item includes integer, character string, floating type, currency, array, has data knot
The data type etc. of structure.
With reference to shown in Fig. 5 B, data item assignment type includes: system assigned value, and system assigned value is used for based on system information certainly
Dynamic assignment, system information is the producible given data of system, including the information from system or given data storehouse, the system
Assignment mode of uniting is independent of other data item；Manual typing assignment, the craft typing assignment are used to be assigned according to typing information
Value；Inquire that assignment, the inquiry assignment need inquiry client for mark in recording process and obtain information progress assignment；Meter
Arithmetic talent value, the assignment that calculates are used to calculate assignment for the relationship between data item.
The data item of system data assignment type carries out assignment independent of other data item, can be automatically performed by system,
Such as " current time in system "；Calculate assignment type data item be by other data item calculate carry out assignment, calculate assignment by
Server end carry out data item relevant calculation, to such data item carry out assignment, as user's gender be " male ", the age 30,
The product of purchase is A, and the guarantee term for concurrently setting A product is 20 years, and pay charge way is " year friendship ", and the payment term is 10 years,
System can calculate the rate of the product automatically, the phase hands over premium, and the above gender, age, insurance products, product ensure the term, pay
Expense mode, payment term, rate, phase friendship premium are data item, and wherein rate, phase hand over premium assignment type are as follows: calculate and assign
Value.
The data item for inquiring assignment type needs in recording process by inquiring that client obtains end value.And it is directed to
The data item for inquiring assignment type can correspond to and generate matched recorded item, i.e. recorded item can also be not based entirely on recording and need
It asks to obtain, can also be automatically generated by the data item to inquiry assignment type, a data item A is inquiry assignment type, example
It such as needs to inquire " it is insured amount to have bought other insurance company's similar products ", then can automatically generate recorded item X according to data item A:
" may I ask and bought other insurance company's similar product protection amounts are how many ".And this recorded item X is configured in double record dramas.
Double record drama generation units 1023 are also used in the double record dramas of configuration, by the data comprising inquiring assignment type
The recorded item of item is configured at the recorded item that the end value comprising the data item with the inquiry assignment has the data item of dependence
Before.
When including data item B in some recorded item, the value of data item B, which directly or indirectly depends on, inquires assignment type
Data item A value, then the recorded item that the recorded item where data item A or data item A are automatically generated is compared to comprising data
The recorded item of item B needs to record in advance.
Server-side 102 executes the specific functions of generating double record dramas, wherein client 101 and server-side 102 can be into
Row data interaction, server-side 102 can be specific server.
Double record dramas are the guided bone files of double record recording process, user according to double record dramas guidance, one one
The recorded item in double record dramas is executed, whole double record recording process are finally completed.
Recorded item is defined as the basic segment that double records are recorded, and is the basic compositing factor of drama, such as: " showing effectively
Proof of identification " " showing insurance certificate " " informing the bought product of insurer be insurance products " " informs that insurer accepts insurance insurance institution
During title, insurance responsibility, pay charge way, payment amount of money, payment, period insured " " inform insurer's hesitation phase after surrender damage
Go wrong danger " etc..
Matching policy information, the recording of customer information and insurance product information are filtered out in data parsing unit 1022
Xiang Hou, can record according to double records and chapters and sections structure, In are recorded in the inclusion relation between declaration form, declaration form and insurance products, generation
Insurance industry, usually, a declaration form correspond to multiple insurance products, with reference to the content knot of declaration form in Fig. 5 C and insurance products
Structure schematic diagram is recorded for primary complete double records, can disposably record multiple declaration forms；For some declaration form, it may include
Multiple insurance products.
Record chapters and sections structure, i.e., according to the practical recording purpose of certain primary double record, the specific chapters and sections knot generated through analysis
Structure.According to the demand of the above recorded content structure, corresponding recording chapters and sections are generated, such as " double public chapters and sections of record ", " 1 chapter of declaration form
Section ", " 2 chapters and sections of declaration form ", " 1 chapters and sections of insurance products "；Between chapters and sections can it is nested, include that such as " 1 chapters and sections of declaration form " include " insurance production
1 chapters and sections of product "；Based on this, it can generate with further reference to the declaration form and insurance products structure division mode in Fig. 5 D and record chapters and sections
Structure；The main function for recording chapters and sections structure is that the recorded item filtered out is carried out division classification.
Double record drama generation units 1023 be used to configure the recorded item after the classification to double record dramas be handed down to it is described
Client.It can be with reference to the schematic diagram of a pair of record drama exemplary in Fig. 5 E, it can be seen that double record dramas include multiple recordings
, the property of recorded item includes: explanation, movement, confirmation and other.The property of recorded item can be tied up with the content of recorded item
Fixed, as an important parameter of recorded item, therefore, as long as getting recorded item, the property of recorded item is also accordingly known,
In this way, insurance sales personnel or client can be based on the properties of recorded item, such as " explanation ", insurance sales personnel can be solved
The content of the recorded item is said, to meet the specification that double records are recorded.
It records and is stored with recorded item in association database 1021, the partial data of different insurance products purchases can correspond to not
Same recorded item, and in recorded item include the data item for needing assignment.
Further, as shown in fig. 6, the data parsing unit 1022 further includes data item assignment mode judgment module
401, data item assignment mode judgment module 401 judges that the data item filtered out is assigned with the presence or absence of assignment type as inquiry
The data item of value, and if it exists, be then to inquire that the data item of assignment generates inquiry content and is added to generated pair by assignment type
In record drama, to realize during double records, by insurance sales personnel by inquiring client by the data after supplement described in
Data collection terminal mouth uploads to the server-side more new data item, recalculates recorded item, and by double record drama generation units
It calculates and updates double record dramas.
Data parsing unit 1022 regenerates the purchase of this insurance products after obtaining the new value of inquiry assignment data item
The partial data item set bought, and the recorded item that calculating sifting need to update, double record drama generation units 1023 according to it is described need to be more
New recorded item updates double record dramas and is issued to the client 101.
During passing policy information, customer information and insurance product information on the client, it is understood that there may be number
Supplement inquiry client during double records is needed according to omission or some data, then based on the various information being currently known, institute
The double record dramas generated are not final version, such as: if not having to upload the age parameter of client in customer information,
It is so " age of confirmation user is XX years old " according to recorded item corresponding to customer information, XX years old here is exactly assignment class
Type is to inquire the data item of assignment, then can be the data for inquiring assignment by the assignment type in double record dramas of generation
Item is added in generated double record dramas by generating inquiry content, such as " age data of inquiry user is () ", is being protected
Dangerous sales force after advisory customers, learns that age of user is 62 years old in recording process according to current double record dramas, then
The age data is uploaded to server-side 102 by data collection terminal mouth 1011, and server-side 102 can rerun new double record dramas,
Such as increase new recorded item, that is to say, that during double records, the content of double record dramas can change at any time.As " being
No agreement A clause ", inquiry assignment data Xiang Shuan, which is recorded in implementation procedure, carries out assignment, meanwhile, which may cause subsequent
The change for recording process, if client agrees to that A clause skips a recorded item, a recorded item recording need to be carried out by disagreeing A clause.
Further, as shown in Fig. 5 A and Fig. 7, client 101 further includes one double for issuing according to server-side 102
It records drama and carries out double record control units 1012 that double records are recorded, double record control units 1012 include double record drama parsing modules
501, double record drama parsing modules 501, for executing each recorded item, described each recorded item of execution in order
Including at least the explanation recording of insurance sales personnel, the movement of insurance sales personnel and client are recorded and the record of client's confirmation
System.
Further, as shown in figure 8, double record drama generation units 1023 further include that the double record recorded items of versatility are deposited
Module 701 and recorded item merging module 702 are stored up, the double record recorded item memory modules 701 of the versatility are for saving general class
Double record recorded items of type, the recorded item merging module 702 be used for by double record recorded items of the universal class with it is described according to
It records the recorded item that chapters and sections structure is sorted out after sequence to merge, generates double record dramas.
In double record fields, in addition to declaration form, except double record recorded items of client and the relevant personalization of insurance products,
There is also universal recorded item, this kind of universal recorded item needs to merge with personalized recorded item.Universal class
Double record recorded items such as " identity document for showing sales force ", " sales force's self-introduction " and finally " conclusion
(such as welcoming purchase next time) ".With reference to double record drama contents another in the following table 1:
Table 1:
In table 1, as the recorded item content in serial number 10 should introduce insurance products letter to be explained by insurance sales personnel
Breath, such as " insurance products of this purchase are state, China Life Insurance Company longevity good fortune insurance products, and wherein period insured is lifelong,
Pay charge way is year friendship, is 10 years during payment, protection amount is 300,000 yuan, and year hands over 4170 yuan of premium ", insurance sales personnel read aloud
.
Further, server-side further includes recording stage property computing unit, records stage property computing unit and is used for according to double records plays
The data that double record processes need to prepare is set out in the requirement of this recorded item.The present invention calculates simultaneously in addition to recording drama and generating
The stage property set needed in drama out, data needed for carrying out this double record for operator prepare.Such as: proof of identification, prompt of insuring
Book, product stipulation, insurance application etc..
Further, server-side further includes double record time estimation units, and double record time estimation units are used for double records
The default recording time of each recorded item of drama adds up, to obtain whole recording time.
In the present invention, double record dramas are automatically generated according to policy information, customer information, insurance product information, double records are acute
This guides according to drama for controlling whole recording process, user and the movement such as explains, shows, confirms.This system passes through guarantor
The information such as single calculate drama needed for process control are recorded in generation pair automatically, and the content for including in drama and data information are by system
Automatic editing.Therefore, user is recorded using this system, it is only necessary to the related data of this insurance sales is provided, without being concerned about
Specification etc. is recorded, the recording difficulty of double records is greatly reduced, response action is executed according to drama content.Can be vivid
It is interpreted as the present invention and provides a director for double record processes, recording process is completed in accurate guidance, and be mainly reflected in: double records are acute
This has performed strict requirements specification, and user does not have to worry criterion problem；Ordered recording is required according to director, difficulty is small,
It is not easy to slip；Success rate is recorded to greatly improve；Double record process times can be estimated, and reservation client's time is accurate, greatly promote user
Experience.In addition, through the invention, the requirement to user is only limitted to correctly upload the information such as declaration form, substantially reduce
Requirement to user, while reducing training cost.In addition, the system rehearsal that the present invention generates is convenient, drama base is being recorded
On plinth, producer can practice according to drama, improve and record quality.
Although being illustrated in conjunction with the accompanying drawings and embodiments to the present invention above, it will be appreciated that above description
The invention is not limited in any way.Those skilled in the art are without departing from the true spirit and scope of the present invention
It can according to need and the present invention is deformed and is changed, these deformations and variation are within the scope of the present invention.
Claims (10)
1. a kind of double record scene copy generating systems of insurance Internet-based, which is characterized in that the system comprises:
Client, the client are provided with the data for typing policy information, customer information and insurance product information
Acquire port；
Server-side is built in the server-side and records association database, data item data library, data parsing unit and double records play
This generation unit；
The data parsing unit acquires policy information, customer information and the insurance products letter of port upload based on the data
Breath, item set relevant to the purchase of this insurance products is filtered out from data item data library and is merged into row assignment, the number
According to the corresponding relationship for being stored with policy information, customer information and insurance product information and data item in association database；
The data parsing unit is associated with from the recording demand prestored and policy information, customer information and insurance product information
In relationship, determining recording demand relevant to the policy information of the upload, customer information and insurance product information, and according to
The recording demand filters out the recorded item to match with this described insurance purchase from the recording association database, filters out
The recorded item content in include unassignable data item；
The data parsing unit is using the value of the data item after assignment to the unassignable data item for including in the recorded item
It is replaced, generates final recorded item content；
Double record drama generation units are used for according to the recorded item after the classification of recording chapters and sections structure and sequence assignment；By institute
Recorded item after stating classification sequence is configured to double record dramas and is handed down to the client；Wherein, the recording chapters and sections structure is used for
Whole inclusion relation, the inclusion relation of the declaration form and the insurance products recorded with the declaration form of the double records of mark.
2. the double record scene copy generating systems of insurance according to claim 1, which is characterized in that the data parsing unit includes
Recorded item resolution unit, the recorded item resolution unit are used to be screened according to recording demand to association database is recorded, generate
This recorded item set recorded, the recording demand includes the recording demand of versatility, declaration form records demand, insurance company records
Demand, coverage recording demand, insurance products recording demand, insurer and warrantee processed record between demand, data item
One of recording demand that logical relation generates is a variety of.
3. the double record scene copy generating systems of insurance according to claim 2, which is characterized in that the recorded item is that double records are recorded
Minimum unit, each declaration form include at least one insurance products, each insurance products include at least one record chapters and sections, each
Recording chapters and sections includes at least one recorded item, and the recording chapters and sections have sequential attribute, and the recorded item also has sequential attribute,
The chapters and sections structure of recording determines the general sequence recorded, and the sequential attribute of the recorded item determines to record in a recording chapters and sections
The sequence of item, double record drama generation units are according to the sequential attribute of the recording chapters and sections of the recorded item and the sequence of recorded item
Attribute sequence generates drama.
4. the double record scene copy generating systems of insurance according to any one of claims 1 to 3, which is characterized in that the data acquisition
Port includes manual typing unit and system introducing unit, and the craft typing unit is for importing declaration form letter from local manually
Breath, customer information and insurance product information；The system introducing unit from external server for being automatically imported declaration form letter
Breath, customer information and insurance product information.
5. the double record scene copy generating systems of insurance according to claim 4, which is characterized in that the data item assignment type packet
Include: system assigned value, the system assigned value are used to be based on system information automatic assignment, and the system information is that system is producible
Primary data, including the information from system or given data storehouse, the system assigned value mode is independent of other data item；By hand
Typing assignment, the craft typing assignment are used for according to typing information assignment；Inquire assignment, the inquiry assignment is for identifying
Inquiry client is needed in recording process and obtains information progress assignment；Calculate assignment, the calculatings assignment for be directed to data item it
Between functional relation calculate assignment；
The data parsing unit further includes data item assignment mode judgment module, and the data item assignment mode judgment module is sentenced
The disconnected data item filtered out is to inquire the data item of assignment with the presence or absence of assignment type, and if it exists, then by the assignment class
Type is to inquire that the data item of assignment generates inquiry content and is added in generated double record dramas, to realize during double records,
The data after supplement are uploaded to by the data collection terminal mouth by the server-side by inquiry client by insurance sales personnel
More new data item recalculates recorded item, and is calculated by double record drama generation units and update double record dramas；
Double record drama generation units are also used in the double record dramas of configuration, by the record comprising inquiring the data item of assignment type
Item processed is configured at before the recorded item of data item that the end value comprising the data item with the inquiry assignment has dependence.
6. the double record scene copy generating systems of insurance according to claim 5, which is characterized in that the data parsing unit is obtaining
After the new value for obtaining the inquiry assignment data item, the partial data item set of this insurance products purchase is regenerated, and calculate
Screen the recorded item that need to update, double record drama generation units according to the recorded item that need to be updated update double record dramas and under
It is sent to the client.
7. the double record scene copy generating systems of insurance according to claim 6, which is characterized in that the client further includes a use
Double record control units that double records are recorded are carried out in the double record dramas issued according to server-side, double record control units include double records
Drama parsing module, double record drama parsing modules are described to execute each record for executing each recorded item in order
Item processed includes at least the explanation recording of insurance sales personnel, the movement recording of insurance sales personnel and client and client's confirmation
It records.
8. the double record scene copy generating systems of insurance according to claim 7, which is characterized in that double record drama generation units
It further include the double record recorded item memory modules of versatility and recorded item merging module, the double record recorded item memory modules of the versatility
For saving double record recorded items of universal class, the recorded item merging module is used for double record recorded items of the universal class
It is merged with the recorded item sorted out after sequence according to recording chapters and sections structure, generation is double to record dramas.
9. the double record scene copy generating systems of insurance according to claim 7, which is characterized in that the server-side further includes recording
Stage property computing unit, the stage property computing unit of recording are used to remind user is double to record according to the requirement of the recorded item of double record dramas
Journey needs the data prepared.
10. the double record scene copy generating systems of insurance according to claim 7, which is characterized in that the server-side further includes double
Record time estimation unit, double record time estimation units be used for the default recording times of each recorded items of double record dramas into
Row is cumulative, to obtain whole recording time.
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